Wedmont Private Capital’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Wedmont Private Capital’s Portfolio TFI Stock Details TFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,933	Closed	-$224K	–	763
2024 Q4	$224K	Buy	+4,933	New	+$228K	0.01%	631
2023 Q4	–	Sell	-5,269	Closed	-$229K	–	595
2023 Q3	$229K	Hold	5,269	–	–	0.02%	441
2023 Q2	$243K	Hold	5,269	–	–	0.03%	433
2023 Q1	$248K	Hold	5,269	–	–	0.03%	392
2022 Q4	$243K	Buy	+5,269	New	+$237K	0.04%	386

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wedmont Private Capital's TFI Position: Q1 2025 in Review

Wedmont Private Capital sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 4,933 shares — an estimated $224K sold.

Wedmont Private Capital first reported a position in TFI in Q4 2022 and held it in 5 quarters. The position peaked at $248K in Q1 2023. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

Wedmont Private Capital reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Wedmont Private Capital sold 4,933 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $224K.
Wedmont Private Capital first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and held it in 5 quarters.
Wedmont Private Capital's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $248K in Q1 2023.
308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Wedmont Private Capital's 13F filing for Q1 2025, filed 14 Apr 2025.